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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts.
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Saturday Jun 22, 2019
Saturday Jun 22, 2019
On this week’s Allworth’s Money Matters, Scott and Pat discuss an upcoming Supreme Court case and the implications for your 401(k). They also unveil a new segment exclusively for podcast listeners.
Scott and Pat discuss savings priorities with a Denver man with $150,000 in his 401(k) who wants to move out of his mother’s house. A Sacramento caller who heard about fixed annuities on the golf course wants a second opinion. A divorced man asks how he can check his Social Security benefits based on his ex-wife’s record. Finally, a caller asks what happens if he collects Social Security and continues to work.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.